Lee-Kelleher Wealth Management
Q2 2025 13F Holdings
- Locationfulton, MD
- Num holdings
39
- Value ($000)
$150,505
- Date Filed07/14/2025
- Form type13F-HR
- CIK0002063827
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $28.30M | 19 % | 45,573 | ||
DLN WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | $26.97M | 18 % | 328,329 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $11.78M | 8 % | 106,988 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.61M | 8 % | 18,784 | ||
DON WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $9.56M | 6 % | 190,705 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.82M | 6 % | 142,231 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $7.72M | 5 % | 63,590 | ||
DES WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | $4.56M | 3 % | 143,503 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.95M | 3 % | 36,166 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $3.69M | 3 % | 72,882 |
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